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Names Software Stocks Most, Least Exposed to AI -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2620220114","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620220114?lang=en_us&edition=fundamental","pubTime":"2026-03-20 01:20","pubTimestamp":1773940800,"startTime":"0","endTime":"0","summary":"1320 ET - Oppenheimer analysts identify stocks they see as best- and worst-positioned to rebound from AI disruption, using a framework that benefits AI innovation, consumption-based pricing models, and sticky enterprise technology stacks, as well as favorable valuations. Within this framework, they see Oracle, Microsoft, and Agilysys as top picks. On the flip side, they name Adobe, Monday.com, Paycom Software, and Freshworks as most exposed to disruption, downgrading Freshworks to perform. \"The suppliers whose solutions are more function-specific, primarily sell seat-based models, and limit AI revenue disclosures are most at risk of disruption from native AI and faster-moving competitors,\" they write. 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Scrutiny” Adobe (ADBE) Faces U.K. Probe over Early Cancellation Fees","url":"https://stock-news.laohu8.com/highlight/detail?id=2620278242","media":"TIPRANKS","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620278242?lang=en_us&edition=fundamental","pubTime":"2026-03-20 00:05","pubTimestamp":1773936315,"startTime":"0","endTime":"0","summary":"Adobe ($ADBE) is facing new scrutiny in the U.K. after the Competition and Markets Authority (CMA) opened an investigation into whether the company...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/new-scrutiny-adobe-adbe-faces-u-k-probe-over-early-cancellation-fees?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/new-scrutiny-adobe-adbe-faces-u-k-probe-over-early-cancellation-fees?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU0082616367.USD","LU0889565833.HKD","BK4023","BK4528","LU2089284900.SGD","LU1366333091.USD","LU2089283258.USD","LU0314104364.USD","LU2317271919.USD","IE00BQXX3F31.USD","LU0511384066.AUD","LU1119994496.HKD","LU0708995401.HKD","LU2236285917.USD","LU0557290698.USD","LU0109391861.USD","LU0345774631.USD","LU1046421795.USD","IE00BYQQ9H92.USD","LU0109392836.USD","LU0965509101.SGD","LU1823568750.SGD","LU0348723411.USD","IE0009356076.USD","LU0472753341.HKD","BK4589","LU2095319765.USD","BK4534","LU1633808545.USD","IE00B5TLWC47.USD","LU2360032135.SGD","LU2210150020.SGD","LU0081259029.USD","LU2023251221.USD","ADBE","BK4581","LU0198837287.USD","SGXZ81514606.USD","LU0672654240.SGD","LU0289739343.SGD","LU1674673428.USD","LU0170899867.USD","SG9999001424.SGD","LU0719512351.SGD","LU2237438978.USD","LU1235294995.USD","LU1720051108.HKD","SGXZ51526630.SGD","BK4533","IE00BQXX3C00.GBP","LU1674673691.USD","LU0158827948.USD","LU1548497426.USD","LU0289961442.SGD","LU0006306889.USD","LU0106261372.USD","LU0345774391.USD","LU0965509010.AUD","IE00BFXG0V08.USD","BK4567","IE00BQXX3D17.EUR","ADBG","LU0889566641.SGD","LU0861579265.USD","LU0069063385.USD","LU2458330169.SGD","LU0942090050.USD","IE00B19Z9505.USD","LU0965509283.SGD","LU1267930813.SGD","LU2125154778.USD","BK4543","LU1815333072.USD","LU0868494708.USD","LU1720051017.SGD","BK4527","LU2458330243.SGD","LU2125154935.USD","LU1267930730.SGD","LU0792757196.USD","LU1084165304.USD","BK4585","BK4592","LU1623119135.USD","BK4588","LU0342679015.USD","LU1778281490.HKD","LU1712237335.SGD","LU1803068979.SGD","BK4566","LU0157215616.USD","LU0320765059.SGD","LU2210149790.SGD","BK4554","LU0057025933.USD","LU2357305700.SGD","SGXZ99366536.SGD","LU1261432733.SGD","LU1691799644.USD","LU0868494617.USD","SG9999000418.SGD","BK4211","LU0234572021.USD","LU0957791311.USD","LU0061474960.USD","BK4207","LU0234570918.USD"],"gpt_icon":0},{"id":"2620227888","title":"Mixed options sentiment in Adobe with shares up 0.13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2620227888","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620227888?lang=en_us&edition=fundamental","pubTime":"2026-03-19 23:56","pubTimestamp":1773935762,"startTime":"0","endTime":"0","summary":"Mixed options sentiment in Adobe (ADBE), with shares up 32c, or 0.13%, near $246.32. Options volume relatively light with 20k contracts traded and ...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/the-fly/mixed-options-sentiment-in-adobe-with-shares-up-0-13-thefly-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/the-fly/mixed-options-sentiment-in-adobe-with-shares-up-0-13-thefly-news?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["BK4533","LU0081259029.USD","LU1633808545.USD","LU0942090050.USD","LU1778281490.HKD","LU0109391861.USD","LU1261432733.SGD","LU1119994496.HKD","LU0342679015.USD","LU1674673691.USD","BK4588","LU0868494708.USD","LU0069063385.USD","LU1548497426.USD","LU0672654240.SGD","ADBE","LU0957791311.USD","LU2210150020.SGD","LU0868494617.USD","SGXZ81514606.USD","LU0234570918.USD","LU0345774631.USD","BK4581","LU0314104364.USD","LU0965509010.AUD","LU0889565833.HKD","LU2125154935.USD","BK4554","SGXZ51526630.SGD","LU1712237335.SGD","LU1691799644.USD","LU0061474960.USD","LU1046421795.USD","LU2360032135.SGD","IE00B19Z9505.USD","LU0234572021.USD","LU2023251221.USD","IE00BYQQ9H92.USD","LU1366333091.USD","LU0965509283.SGD","IE00B5TLWC47.USD","LU2236285917.USD","LU0861579265.USD","LU2458330169.SGD","LU2089283258.USD","LU0965509101.SGD","LU0511384066.AUD","LU1720051108.HKD","LU1235294995.USD","BK4528","LU0345774391.USD","LU0106261372.USD","LU0057025933.USD","SG9999000418.SGD","BK4566","LU0792757196.USD","LU1720051017.SGD","LU2089284900.SGD","LU0472753341.HKD","LU0557290698.USD","LU0158827948.USD","LU0320765059.SGD","LU2357305700.SGD","IE00BQXX3F31.USD","BK4534","LU1623119135.USD","LU0889566641.SGD","LU1084165304.USD","IE00BQXX3D17.EUR","LU1815333072.USD","LU1803068979.SGD","LU0157215616.USD","SG9999001424.SGD","BK4585","SGXZ99366536.SGD","LU0289961442.SGD","BK4592","BK4023","LU0289739343.SGD","LU2095319765.USD","LU0198837287.USD","LU0170899867.USD","LU0708995401.HKD","BK4527","BK4567","ADBG","LU0082616367.USD","LU1823568750.SGD","LU1267930730.SGD","LU1674673428.USD","IE00BQXX3C00.GBP","BK4543","LU2237438978.USD","LU2210149790.SGD","LU2125154778.USD","LU2317271919.USD","LU0348723411.USD","LU0006306889.USD","LU0109392836.USD","LU2458330243.SGD","LU0719512351.SGD","IE00BFXG0V08.USD","IE0009356076.USD","LU1267930813.SGD"],"gpt_icon":0},{"id":"2620224681","title":"Assessing Whether Adobe (ADBE) Looks Undervalued After Recent Share Price Weakness","url":"https://stock-news.laohu8.com/highlight/detail?id=2620224681","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620224681?lang=en_us&edition=fundamental","pubTime":"2026-03-19 23:05","pubTimestamp":1773932754,"startTime":"0","endTime":"0","summary":"Market context for Adobe\nAdobe (ADBE) has seen its share price under pressure recently, with negative returns over the past week, month and past 3 months, leaving the stock around $246 and its market value near $103.6b.\nSee our latest analysis for Adobe.\nThe recent slide in Adobe’s share price, including a 3.2% one day decline and a 30.9% 3 month share price return, sits alongside a 36.6% 1 year total shareholder return. This combination points to fading momentum as investors reassess 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Davidson in a note, especially if leadership has conviction that software will remain relevant in the AI age. Buybacks are \"by all means better than sitting on cash, but almost all software companies are cheap now,\" the analysts say. \"If you can get strategic benefit in addition to accretion, M&A is a better strategy,\" they add. The analysts propose a handful of potentially accretive deals in software such as Salesforce acquiring Zeta Global, IBM buying JFrog, Workday looking at BlackLine or Vertex and ServiceNow acquiring Dynatrace. Adobe could even resurrect its bid for Figma for three-quarters the original price, the analysts say. Box, Five9, SPS Commerce, and Gitlab could also be acquisition targets, according to D.A. Davidson. 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Options volume relatively light with 4601 contracts traded and calls 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dobe and NVIDIA form strategic partnership to develop next-generation Firefly models and agentic workflows","url":"https://stock-news.laohu8.com/highlight/detail?id=2620491992","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620491992?lang=en_us&edition=fundamental","pubTime":"2026-03-17 04:33","pubTimestamp":1773693214,"startTime":"0","endTime":"0","summary":"Adobe and Nvidia announced a strategic partnership to develop the next generation of Firefly foundation models and agentic workflows. The companies said the Firefly models will be built using Nvidia computing technology, including CUDA-X and NeMo libraries. Adobe said it will explore Nvidia Agent Toolkit software and Nemotron open models to support agentic workflows, including those powered by Adobe Experience Platform. Adobe is launching a cloud-native 3D digital twin solution in public beta that integrates Nvidia Omniverse libraries and supports OpenUSD-based workflows. The collaboration also includes plans to use Nvidia technology to accelerate Adobe products such as Acrobat and Frame.io.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal 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